Highly Compensated Employees

If you fall into this category, you may be an executive at a large corporation, be employed as a healthcare professional, or work in technology at a company like Microsoft or Amazon. Your complex compensation plan includes things like:

Deferred compensation
Profit-sharing plans
Restricted stock
401(k)s
Stock options
403(b)s
Phantom stock
Concentrated stock positions

Although these benefit options are exciting, they can also be headache-inducing as you struggle to:

Understand how your benefits work
Optimize these benefits
Prepare for a secure retirement

Ensure too much wealth isn’t tied to your company
Balance spending, saving and investing
Minimize taxes on W-2 income and executive compensation

Luckily, our team has years of experience working with highly compensated employees. We have several strategies we can use to help you maximize your savings and minimize taxes, including taking advantage of employer sponsored retirement plans, Roth conversions, diversifying your portfolio with stock proceeds, exercising restricted stock and stock options, recognizing deferred compensation, utilizing executive expense reimbursements, and more.

Want to learn more about how our services can enrich your life? Schedule your free consultation now.